Filed October 30, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $673,285 | $87,540+669.1% | $75,781+788.5% | $125,391+436.9% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -1.22% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $28,731 | $3,930+631.1% | $3,323+764.5% | $4,866+490.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |